Here's my recent interview with @OptoCMC -- I discussed why I like $UPST and $FUTU so much at current prices

**spoiler alert** because their fundamentals are incredible; I'm expecting 170-190% revenue growth from both companies this year

Listen: podcasts.apple.com/gb/podcast/71-…
On a related note, we got a perfect bounce off the trend line today for $UPST -- this could be the near term bottom that many investors and large funds have been waiting for post-IPO lockup expiration which was three weeks ago.
Lastly, here's a recent interview with Sam Sidhu, COO of Customers Bank (one of $UPST's bank partners); they've been working with $UPST for several years and are now processing $100+ million of consumer loans per month through the $UPST platform.

Watch:
@Trendspider_J @TrendSpider -- how do you like my anchored VWAP 😀

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More from @JonahLupton

8 Jul
I'm hoping to finalize the FinTwit Conference details by tomorrow -- it will be Columbus Day weekend in October.

Turns out the JW Marriott and Ritz Carlton are next to each other and share the same pool

JW Marriott: marriott.com/hotels/travel/…

Ritz Carlton: ritzcarlton.com/en/hotels/flor…
We've negotiated a block of rooms at both properties for $239/night plus $20 resort fee (down from $40 normally).

We've also decided to do all the content/speaking in one day (Saturday from 9am-1pm) instead of breaking it up over two days which just increases F&B costs.
This means the new schedule would be:
Friday 6-8pm: happy hour (cash bar)
Saturday 8-9am: buffet breakfast (included)
Saturday 9am-12:30pm: speakers, breakout sessions, panels (included)
Saturday 12:30-1:15pm: lunch (included)
Saturday afternoon: OPEN
Sunday: OPEN
Read 8 tweets
2 Jul
7 months ago I loaded up on $UPST $FUTU $CELH before the big revenue growth kicked in -- this worked out very well.

Now I'm doing the same thing with $DMTK $DM $CLPT b/c the big revenue growth will kick in over the next 4-6 quarters which should move these stocks much higher. Image
Just to be clear, $UPST $FUTU and $CELH are still my largest positions and I've been adding to each of them the past few days but I expect $DMTK $DM and $CLPT to be massive winners over the next 18 months as we get into that revenue acceleration.
If you don't know much about 3D printing (especially 3D printing for metal compounds/materials) then this is a great video to get you started that compares 3D printing to the more traditional methods of making metal parts ie casting and stamping

Read 4 tweets
2 Jul
I just got Nielsen scan data for $CELH over last 12 weeks: +198%

This means for Q2 revenues $CELH should do around 198% YoY for US

If international only does 20% YoY we should see $CELH post Q2 revenue growth of 160-165% YoY 🚀

Right now analysts are looking for 78% YoY for Q2
Here are the consensus numbers from analysts for full year 2021 and quarterly.

Now that we have Q2 data from Nielsen there’s no excuse for these analysts not to raise their numbers. Otherwise I have no idea why they are even covering $CELH

I have $CELH doing $290M+ in 2021. ImageImage
This is by far the most empty I have ever seen @CelsiusOfficial shelves at my local @shaws 😬 Image
Read 5 tweets
29 Jun
Today I spoke with 10 different hotels in Florida including Miami Beach, Coral Gables, Fort Lauderdale, Hollywood and Tampa.

Every property I'm talking to either has insane room rates or no event space available or event space that's too small for 500+ people.

Please read 👇🏽👇🏽
Since I'm not a professional event planner I just hired one to help me out.

Don't worry, this won't change any of the event costs or ticket prices -- she actually gets paid by the hotel as a "finders fee or commission" for bringing them our business.
After spending most of today on the phone, I'm less confident we'll be able to do this in Miami. Even if one of the nicer hotels has the available event space for us (and most don't), the room rates are $450+ per night at most places and nobody is doing discounts over 10%.
Read 9 tweets
27 Jun
Last week I posted that I'd be putting together a FinTwit event in Miami over Columbus Day weekend (October 8th-10th).

I joked that we'd have fun whether it was 20 or 200 people.

Well, looks like it's going to be 500+ people so now the real planning begins.
I put together a temporary website this weekend which you can find at FinTwitMiami.com

I’ll have a better website up and running later this week.
I’m currently talking to 4 different hotels in Miami Beach in order to find the best deals for our group.

Hopefully I can negotiate some decent room rates as well as food/drink packages.
Read 13 tweets
13 Jun
I’ve seen a few people commenting on this post that some Dad posted about his 14 year old son having a job — figured I would chime in with my thoughts.

Spoiler alert:
I have no problem with a 14 year old working as long as it’s their decision and the employer follows the laws
I got my first job at a corner store & deli when I was 14 yrs old and the minimum wage was $4.75/hour.

My responsibilities included stocking shelves, checking in deliveries, sweeping/mopping, taking out the trash and working the cash register. Not fun stuff but it was a job.
I probably worked 10-15 hrs per week during the school year and 25-30 hours per week during the summer.
Read 21 tweets

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